Coffee Orders - Data Analysis - Excel Dashboard

As a part of guided project from Mo Chen YouTube channel, I got introduction to built data analysis dashboards through excel, I have created dashboards in Power BI, But I needed to get familiarize in the functionalities of excel, So I would like to give a special mentions to Mo Chen. After, completing the project I kept that as a base but changed some key elements and introduced some Key Performance metrics and also created insights for possible recommendations all by myself. I cherish this learning journey and encourage you to have a look at my work below.

Objective

After, familiarizing with the data, I have come up with possible insights that might interest you. I have created following recommendation, possible ways to uplift the performance of particular coffee type segment, recommendation to increase subscriptions and ways to improve brand value.

I Encourage you to interact with the dashboard to understand the insights recommended.

Use desktop view to further Interact with the dashboard in a potential way.

Recommendations

• Potential Markets to promote loyalty - Higher the membership higher the definite revenue, while the people who buy the most always tend to subscribe for a membership. While having 37 percent of loyalty customers, there are more potential customers who have higher buying behavior with 0.5 Kg and 1 kg bracket, here there are more sales with casual customer (non – loyalty customer) than loyalty customers in this bracket. Targeting this set of customers with promotional activities, increases the chances for increment in potential loyalty customers. Targeting light roast category especially Liberica coffee type is encouraged, because they have higher chunks of sales.

• Loyalty Buying Behavior - Excelsa having second highest profit margin among all coffee types, which is only second to liberica, is the market leader with the loyalty customers in the light and medium roast category, taking the lead by 13 percent higher than liberica. It is suggested to increase the lead much higher to have convincing market lead. Where promotional and advertising activities are encouraged in the months of April to October (7 months), because the sales quantity for excelsa is 2 times higher than liberica for those months on an average.

• Impact of Package sizes - 2.5 Kg package contribute about half of the profit margin on a whole, while USA alone contributes 4/5th of that profit margin. Hence concentrating on USA’s promotional holidays like Thanks Giving, Christmas and can help to uplift the brand value in this potential market.

• Markets of Coffee Type - Excelsa, who has second highest profit margin next to liberica, outshines liberica in medium roast category especially in 1 kg with 5 % more profit and 2.5 kg with 29 % more profit irrespective of the loyalty membership. To make excelsa the market leader in the medium roast segment in a definite basis, promotions and discounts can be established for 1kg and 2.5 kg size category.